Alico IncALCO
Price$38.58Intrinsic value$10.2973% below price

Qualitative Analysis

Business overview

Business Overview

Alico, Inc. is a Florida-based land management and agribusiness company that underwent a major strategic transformation in 2025 to wind down and exit its legacy citrus operations (Alico Citrus) and transition into a diversified land company. The company leverages its extensive land holdings—which total approximately 46,000 acres across multiple Florida counties—for diversified agricultural leasing (including citrus, cattle, sugarcane, sod, and mining), conservation programs, and high-value real estate development, such as the master-planned Corkscrew Grove Villages project in Collier County.

Research as of 20 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Strategic Transformation to Diversified Land CompanyTransformation

Winding down the legacy capital-intensive Alico Citrus division to transition into a diversified land management and real estate development company, focusing on agricultural leasing, asset sales, and development optionality.

Expected impact: Substantially eliminates weather-dependent volatility of citrus operations, reduces operational complexity, and unlocks the value of the company's extensive Florida landholdings.

Sign in / Sign up to read more
InvestmentCeasing material capital investment in citrus operations; reduced workforce by up to 172 employees.
TimelineAnnounced January 6, 2025; citrus operations substantially wound down following the 2024/2025 harvest.
Corkscrew Grove Villages Real Estate DevelopmentExpansion

Developing a master-planned community on approximately 4,660 acres in eastern Collier County, expected to feature approximately 9,000 homes and 560,000 square feet of commercial space, alongside over 6,000 acres of permanent conservation land.

Expected impact: Creates sustainable long-term value through higher-use development of select land parcels.

Sign in / Sign up to read more
InvestmentFinancing infrastructure and managing natural areas through the established Corkscrew Grove Stewardship District.
TimelineMulti-year entitlement process launched in 2025; local approval for East Village achieved in April 2026; state approval expected 2026/2027; federal approval expected 2028; potential construction to begin in 2028 or 2029.
Sources: 1

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Strategic Partnerships

Florida Department of Transportation (FDOT)Public-Private Infrastructure Partnership

Designing and constructing a wildlife underpass measuring approximately 16 feet wide by 7 feet tall along State Road 82 in Collier County, aligning with a proposed wildlife corridor connected to the Corkscrew Grove Villages project.

Terms: Alico committed approximately $5.0 million to $5.1 million toward design and construction costs, supported through the Corkscrew Grove Stewardship District with expectations of reimbursement once the District raises funds.

Sign in / Sign up to read more
Bayer Crop ScienceAgricultural Leasing Partnership

Establishing an agricultural research station on 100 acres of Alico's TRB property in Charlotte County, representing the strategic shift from crop cycle risk to contracted land use.

Terms: 10-year lease agreement entered into in January 2026.

Sign in / Sign up to read more
Sources: 1
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.